Monthly Quicken Investment Bookkeeping

Elderly, retiree needs someone long term ,who can take over my month-to-month bookkeeping of my personal investment accounts directly inside Quicken Premier. Every month you will import,and download and make sure all dividend income, interest income, and capital gains are properly categorized and reconciled against bank and investment statements. You will work remotely and electronically from your home Office

My Quicken files are already set up. You should be comfortable with Quicken Premier’s investment registers be able to create reports accurate and tax-ready.

I am located in Camarillo, California 93012